HISF vs CVMC
Comparison between FIRST TRUST HIGH INCOME STRATEGIC FOCUS ETF (HISF, ETF) and CALVERT US MID-CAP CORE RESPONSIBLE INDEX ETF (CVMC, ETF).
HISF vs CVMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
HISF
$91M
CVMC
$91M
Expense Ratio
HISF
0.83%
Winner
CVMC
0.15%
Max Drawdown
Winner
HISF
5.31%
CVMC
23.11%
Sharpe Ratio
HISF
0.38
Winner
CVMC
1.31
5Y Beta
Winner
HISF
0.08
CVMC
0.93
P/E Ratio
HISF
N/A
CVMC
27.65
Forward P/E
HISF
N/A
CVMC
18.21
5Y EPS CAGR
HISF
N/A
CVMC
14.11%
Debt to Equity
HISF
N/A
CVMC
33.21%
P/S Ratio
HISF
N/A
CVMC
1.94
P/B Ratio
HISF
N/A
CVMC
3.16
HISF vs CVMC - Historical Returns
Returns include dividend reinvestment.
1M
HISF
-0.17%
Winner
CVMC
+2.88%
3M
HISF
-0.74%
Winner
CVMC
+9.21%
6M
HISF
+0.19%
Winner
CVMC
+13.13%
1Y
HISF
+5.06%
Winner
CVMC
+23.70%
Max(CAGR)
HISF
+4.99%
Winner
CVMC
+12.00%
HISF vs CVMC - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | HISF | CVMC |
|---|---|---|
| 2026 | -0.10% | +12.37% |
| 2025 | +8.22% | +9.77% |
| 2024 | +3.29% | +13.43% |
| 2023 | N/A | +4.40% |
HISF vs CVMC Drawdown Comparison
The maximum drawdown for HISF was -3.86%, occurring on Jan 13, 2025. Recovery took 173 trading sessions.
The maximum drawdown for CVMC was -22.53%, occurring on Apr 8, 2025. Recovery took 184 trading sessions.
The current HISF drawdown is -1.48%. The current CVMC drawdown is -2.33%.
| Rank | HISF | CVMC |
|---|---|---|
| #1 | -3.86% Oct 1, 2024 - Jun 11, 2025 | -22.53% Nov 25, 2024 - Aug 22, 2025 |
| #2 | -2.90% Feb 27, 2026 - Mar 27, 2026 | -15.90% Jul 19, 2023 - Dec 14, 2023 |
| #3 | -2.87% Mar 8, 2024 - Jun 13, 2024 | -11.72% Feb 2, 2023 - Jul 18, 2023 |
| #4 | -0.91% Jun 30, 2025 - Aug 1, 2025 | -9.35% Feb 26, 2026 - Apr 17, 2026 |
| #5 | -0.86% Oct 28, 2025 - Nov 26, 2025 | -7.27% Mar 28, 2024 - Jul 16, 2024 |
| #6 | -0.78% Jun 18, 2024 - Jul 5, 2024 | -5.90% Jul 16, 2024 - Aug 21, 2024 |
| #7 | -0.74% Aug 2, 2024 - Aug 14, 2024 | -5.45% Oct 27, 2025 - Dec 5, 2025 |
| #8 | -0.58% Jul 17, 2024 - Jul 30, 2024 | -3.90% Dec 28, 2023 - Feb 8, 2024 |
| #9 | -0.58% Sep 16, 2025 - Oct 14, 2025 | -3.75% Aug 30, 2024 - Sep 16, 2024 |
| #10 | -0.52% Nov 26, 2025 - Dec 24, 2025 | -3.44% Oct 3, 2025 - Oct 21, 2025 |
| #11 | -0.46% Jan 14, 2026 - Jan 26, 2026 | -3.28% May 6, 2026 - May 26, 2026 |
| #12 | -0.36% Aug 13, 2025 - Aug 22, 2025 | -2.95% Oct 18, 2024 - Nov 6, 2024 |
| #13 | -0.35% Aug 21, 2024 - Aug 23, 2024 | -2.81% Nov 11, 2024 - Nov 22, 2024 |
| #14 | -0.35% Aug 28, 2025 - Sep 4, 2025 | -2.33% Jun 4, 2026 - Jun 5, 2026 |
| #15 | -0.35% Sep 16, 2024 - Oct 1, 2024 | -2.28% Sep 11, 2025 - Oct 3, 2025 |
Correlation
Correlation between HISF and CVMC is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2023 - 2026)
HISF vs CVMC dividend yield comparison.
| Year | HISF | CVMC |
|---|---|---|
| 2026 | 2.16% | 0.22% |
| 2025 | 4.69% | 1.39% |
| 2024 | 3.92% | 1.21% |
| 2023 | 0.00% | 1.00% |
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